Ae Wealth Management LLC Purchases in Q2 2025

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYK
Ishares U.S. Consumer Staples

ETFs
1.35K
+ 137.82%
$67.29 - $72.42 $91K - $97.9K
2.33K $164K
PWB
Invesco Exchange Traded Fd Tr

ETFs
766
+ 396.89%
$86.24 - $117.44 $66.1K - $90K
959 $112K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
4.64K
+ 38.96%
$19.58 - $19.93 $90.9K - $92.5K
16.6K $329K
CTVA
Corteva, Inc.

Basic Materials
69
+ 0.93%
$55.52 - $74.53 $3.83K - $5.14K
7.51K $559K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
52.9K
New
$1.66 - $3.61 $87.9K - $191K
52.9K $91K
TTD
Trade Desk, Inc.

Technology
235
+ 5.44%
$45.27 - $79.4 $10.6K - $18.7K
4.55K $327K
PPA
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.22%
$105.2 - $141.69 $842 - $1.13K
3.59K $508K
FTNT
Fortinet, Inc.

Technology
373
+ 6.96%
$84.71 - $108.69 $31.6K - $40.5K
5.73K $605K
NGD
New Gold Inc.

Basic Materials
18.3K
New
$2.98 - $4.95 $54.6K - $90.6K
18.3K $90K
WRB
Berkley W R Corp

Financial Services
1.03K
+ 19.96%
$64.28 - $75.17 $66.4K - $77.7K
6.21K $456K
CME
Cme Group Inc.

Financial Services
277
+ 25.3%
$252.37 - $290.71 $69.9K - $80.5K
1.37K $378K
UPS
United Parcel Service Inc

Industrials
4.89K
+ 10.9%
$91.92 - $110.2 $449K - $538K
49.7K $5.02M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
818
+ 19.88%
$81.46 - $94.63 $66.6K - $77.4K
4.93K $466K
HTZ
Hertz Global Holdings, Inc

Industrials
4.39K
+ 22.64%
$3.65 - $8.65 $16K - $38K
23.8K $162K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
292
+ 29.0%
$96.11 - $173.53 $28.1K - $50.7K
1.3K $225K
FTDS
First Trust Dividend Strength

ETFs
1.44K
+ 23.04%
$44.74 - $52.4 $64.2K - $75.2K
7.66K $400K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
843
+ 17.27%
$70.7 - $82.14 $59.6K - $69.2K
5.72K $470K
PEY
Invesco Exchange Traded Fd Tr

ETFs
4.48K
+ 59.95%
$18.68 - $21.54 $83.6K - $96.4K
11.9K $243K
CRPT
First Tr ETF Fd Viii Skybridge
3.56K
New
$10.82 - $23.21 $38.5K - $82.6K
3.56K $82K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.14K
+ 25.23%
$22.18 - $23.36 $91.8K - $96.7K
20.6K $460K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.76K
+ 404.11%
$24.21 - $29.47 $66.7K - $81.2K
3.44K $101K
WPC
W. P. Carey Inc.

Real Estate
1.41K
+ 15.72%
$56.12 - $64.53 $78.9K - $90.7K
10.3K $645K
SAN
Banco Santander, S.A.

Financial Services
7.48K
+ 68.0%
$5.72 - $8.32 $42.8K - $62.2K
18.5K $153K
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.03K
+ 99.13%
$32.56 - $57.11 $33.4K - $58.6K
2.06K $117K
IWV
Ishares Russell 3000 ETF

ETFs
140
+ 15.86%
$281.67 - $351.0 $39.4K - $49.1K
1.02K $359K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
6.77K
+ 8.12%
$10.28 - $11.04 $69.6K - $74.8K
90.1K $993K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
655
+ 5.54%
$89.58 - $95.01 $58.7K - $62.2K
12.5K $1.18M
ONB
Old National Bancorp

Financial Services
3.4K
+ 11.55%
$17.95 - $22.57 $60.9K - $76.6K
32.8K $699K
RNR
Renaissancere Holdings LTD

Financial Services
303
+ 28.37%
$220.37 - $253.95 $66.8K - $76.9K
1.37K $333K
CGDV
Capital Group Divid Value ETF

ETFs
585
+ 4.25%
$31.93 - $39.49 $18.7K - $23.1K
14.4K $566K
EUFN
Ishares Msci Europe Financials

ETFs
1.71K
+ 24.55%
$24.77 - $32.27 $42.3K - $55.1K
8.66K $273K
VONV
Vanguard Russell 1000 Value Et

ETFs
782
+ 26.35%
$73.19 - $85.21 $57.2K - $66.6K
3.75K $319K
LXP
Lxp Industrial Trust

Real Estate
20.8K
+ 8.41%
$7.22 - $8.85 $150K - $184K
269K $2.22M
UAL
United Airlines Holdings, Inc.

Industrials
515
+ 16.3%
$56.15 - $84.23 $28.9K - $43.4K
3.68K $292K
HES
Hess Corp

Energy
1.05K
+ 30.91%
$126.32 - $161.29 $133K - $170K
4.46K $618K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.73K
+ 28.72%
$45.9 - $48.26 $79.2K - $83.3K
7.74K $361K
EAT
Brinker International, Inc

Consumer Cyclical
7
+ 0.31%
$128.68 - $181.78 $901 - $1.27K
2.3K $414K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
41
+ 1.32%
$40.51 - $71.03 $1.66K - $2.91K
3.14K $220K
RGA
Reinsurance Group Of America Inc

Financial Services
340
+ 10.26%
$168.32 - $209.71 $57.2K - $71.3K
3.66K $725K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
4.72K
+ 335.18%
$14.41 - $16.7 $68K - $78.8K
6.12K $96K
VSAT
Viasat Inc

Technology
1.21K
+ 9.4%
$7.7 - $14.6 $9.29K - $17.6K
14K $204K
BB
Blackberry LTD

Technology
15.6K
New
$2.87 - $4.87 $44.8K - $76K
15.6K $71K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.4K
+ 7.95%
$107.83 - $119.94 $259K - $288K
32.6K $3.52M
FENY
Fidelity Covington Tr Msci Ene

ETFs
11.6K
+ 12.06%
$20.83 - $25.75 $242K - $299K
108K $2.53M
TTE
Total Energies Se

Energy
1.01K
+ 4.91%
N/A
21.5K $1.47M
BMO
Bank Of Montreal

Financial Services
216
+ 7.28%
$87.54 - $110.63 $18.9K - $23.9K
3.18K $352K
MLN
Vaneck Long Muni ETF

ETFs
8.16K
+ 5.8%
$16.49 - $17.52 $134K - $143K
149K $2.51M
MAR
Marriott International Inc

Consumer Cyclical
40
+ 2.53%
$211.12 - $274.14 $8.44K - $11K
1.62K $443K
SYY
Sysco Corp

Consumer Defensive
718
+ 3.95%
$68.0 - $75.91 $48.8K - $54.5K
18.9K $1.43M
Activity Summary
Buys All Purchases 1087 New Holdings 146 Increased Positions 941 Sells All Sells 825 Reductions 823 Sold out 2 Options Calls 10 Puts 0
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